Comparison
Why is Skyworks Solutions, Inc. ?
1
High Management Efficiency with a high ROCE of 22.68%
2
Company has a low Debt to Equity ratio (avg) at times
3
Poor long term growth as Operating profit has grown by an annual rate -7.21% of over the last 5 years
4
Negative results in Jun 25
- OPERATING CASH FLOW(Y) Lowest at USD 1,576.9 MM
- NET PROFIT(HY) At USD 188.26 MM has Grown at -38.35%
- ROCE(HY) Lowest at 6.61%
5
With ROCE of 11.44%, it has a fair valuation with a 1.88 Enterprise value to Capital Employed
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -28.51%, its profits have fallen by -39.2%
6
Below par performance in long term as well as near term
- Along with generating -28.51% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
How much should you hold?
- Overall Portfolio exposure to Skyworks Solutions, Inc. should be less than 10%
- Overall Portfolio exposure to Other Electrical Equipment should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Other Electrical Equipment)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Skyworks Solutions, Inc. for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
Skyworks Solutions, Inc.
-31.69%
-0.61
50.60%
S&P 500
15.4%
0.81
19.85%
Quality key factors
Factor
Value
Sales Growth (5y)
4.45%
EBIT Growth (5y)
-7.21%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
0.23
Net Debt to Equity (avg)
-0.08
Sales to Capital Employed (avg)
0.61
Tax Ratio
14.96%
Dividend Payout Ratio
91.35%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
22.68%
ROE (avg)
19.55%
Valuation Key Factors 
Factor
Value
P/E Ratio
19
Industry P/E
Price to Book Value
1.81
EV to EBIT
16.45
EV to EBITDA
9.49
EV to Capital Employed
1.88
EV to Sales
2.60
PEG Ratio
NA
Dividend Yield
4.16%
ROCE (Latest)
11.44%
ROE (Latest)
9.44%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bullish
Dow Theory
No Trend
No Trend
OBV
No Trend
No Trend
Technical Movement
8What is working for the Company
DIVIDEND PAYOUT RATIO(Y)
Highest at 100.2%
INVENTORY TURNOVER RATIO(HY)
Highest at 3.07 times
DIVIDEND PER SHARE(HY)
Highest at USD 7.99
RAW MATERIAL COST(Y)
Fallen by -3.42% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 7.99 times
-14What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at USD 1,576.9 MM
NET PROFIT(HY)
At USD 188.26 MM has Grown at -38.35%
ROCE(HY)
Lowest at 6.61%
OPERATING PROFIT(Q)
Lowest at USD 228 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 23.63 %
PRE-TAX PROFIT(Q)
Lowest at USD 113.5 MM
Here's what is working for Skyworks Solutions, Inc.
Inventory Turnover Ratio
Highest at 3.07 times and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its inventory faster
Inventory Turnover Ratio
Dividend per share
Highest at USD 7.99 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Dividend Payout Ratio
Highest at 100.2% and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Debtors Turnover Ratio
Highest at 7.99 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -3.42% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Skyworks Solutions, Inc.
Net Profit
At USD 188.26 MM has Grown at -38.35%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very negative
Net Profit (USD MM)
Operating Cash Flow
Lowest at USD 1,576.9 MM and Fallen
In each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (USD MM)
Operating Profit
Lowest at USD 228 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (USD MM)
Operating Profit Margin
Lowest at 23.63 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Pre-Tax Profit
Lowest at USD 113.5 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)






